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Elizabeth Claire Dewan

WMG Financial Advisors, LLC

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About Elizabeth Claire Dewan

Elizabeth Dewan is a financial advisor registered with WMG Financial Advisors, LLC in Knoxville, Tennessee. Elizabeth has been in the industry since 2008. Her firm is a Registered Investment Advisor that provides financial planning, portfolio management, and consulting services to individuals, businesses, and trusts. WMG Financial Advisors, LLC is a well-established firm that offers a wide range of financial services to their clients.

Firm Information

Elizabeth Dewan is currently registered with WMG Financial Advisors, LLC. WMG Financial Advisors, LLC is a Knoxville, TN-based registered investment advisor with 12 licensed agents and $523,117,001 in regulatory assets under management. They provide financial planning, portfolio management for individuals and businesses, pension consulting, and other consulting services. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. They also manage pooled investment vehicles.
WMG Financial Advisors, LLC

620 MABRY HOOD ROAD

KNOXVILLE, TN 37932

$523.12M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elizabeth Dewan’s Registration & Firm History

TN

02/09/2021 - Present

WMG Financial Advisors, LLC (KNOXVILLE TN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Claire Dewan.
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